AuditFile API
AuditFile is cloud software for CPA firms to run audits and assurance engagements end-to-end. An unofficial API lets you programmatically pull engagement lists, clients, trial balances, workpaper metadata, risks and procedures, issues/review notes, and PBC requests—and push new record
What is AuditFile?
AuditFile is a cloud platform for audit and assurance engagement management used by CPA firms and internal audit teams. It centralizes planning, risk assessment, audit programs and procedures, trial balance, sampling, workpapers, PBC/client collaboration, review notes, and sign-offs in a secure binder.
Core product areas include:
- Engagement Management (Clients, Engagements, Roles/Permissions, Milestones, Sign-Offs)
- Planning & Risk (Materiality, Risk Assessments, Assertions, Procedures/Programs)
- Trial Balance & Analytics (Account mapping, Lead Schedules, AJEs, Tie-Outs)
- Workpapers & Documents (Binder structure, Templates, Versioning, Checklists)
- Client Collaboration (PBC Requests, Secure Portal, Due Dates, Messaging)
- Review & Quality Control (Issues/Notes, Review Levels, Approvals, Archive)
Common data entities:
- Firms, Users, Roles/Permissions (Partner, Manager, Senior, Staff, Client Contact)
- Clients (organization record, contacts)
- Engagements (service type, fiscal year, status, materiality)
- Trial Balance (accounts, mapping, balances, assertions)
- Adjusting Journal Entries (lines, type, status, sign-offs)
- Programs/Procedures (steps, owners, completion, evidence links)
- Workpapers (files, index, folder, references)
- PBC Requests (items, due dates, status, portal links)
- Issues/Review Notes (severity, assignees, resolutions)
The AuditFile Integration Challenge
AuditFile is purpose-built for audit rigor, but turning portal-first workflows into API-driven automation requires care:
- Binder structure and permissions: Engagement binders include granular roles, review levels, and sign-off gates
- Trial balance integrity: Account mapping, ties to lead schedules, and AJEs demand consistent, auditable changes
- Client portal flows: PBC requests, uploads, and acknowledgements are optimized for UI-driven interactions
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Audit trail and evidence: Every change must preserve provenance, timestamps, and reviewer context
How Supergood Creates AuditFile APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your AuditFile tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened AuditFile adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as AuditFile evolves.
Use Cases
Engagement & Client Data Sync
- Mirror clients and engagements to your internal systems - Keep engagement status, milestones, and ownership current for capacity planning and reporting - Normalize fiscal year-end dates, service types, and materiality metrics across firms
Trial Balance & Adjusting Entries Automation
- Import trial balances from GL exports and map accounts consistently - Programmatically create AJEs from anomaly detection or reconciliations - Reconcile and post approved AJEs back to AuditFile with reviewer sign-off metadata
PBC Requests & Document Intelligence
- Generate PBC checklists and due dates tied to engagement milestones - Ingest client uploads, classify with AI, and auto-extract tables into TB/AJE candidates - Drive SLA alerts for overdue items and push reminders through the client portal
Workpapers, Issues & Review Workflow
- Link evidence to procedures and track completion across teams - Create and resolve review notes, escalate based on severity, and export an issues log - Archive binders with complete audit trails to downstream storage or VDRs
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of engagements, trial balances, AJEs, PBC items, and review objects
Security
Encrypted transport, scoped tokens, and audit logging; respects AuditFile role-based permissions and review levels
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., client uploads, review approvals)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume engagement sync, TB imports, and PBC processing
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Engagements (status, sign-offs), Trial Balance (accounts, mapping, balances), Adjusting Entries (creation, status), Client Collaboration (PBC requests, uploads), and Workpapers/Issues metadata, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We can normalize trial balances and AJEs to match your ERP/accounting schema and deliver updates via webhooks or polling while complying with rate and permission constraints. We commonly integrate with QuickBooks and Xero.
Yes. Our adapter maintains timestamps, user IDs, and reference fields (e.g., workpaper refs) so downstream systems retain provenance. Reviewer states and approval requirements are modeled explicitly where available.